Join Conquest Planning as an Advisor Solutions Consultant, driving financial transformation through innovative technology. Your expertise will empower advisors & elevate client experiences in a remote setting. In this fast-paced role, you will provide trusted guidance to financial advisors utilizing our unique financial planning platform.

The Advisor Solutions

Consultant acts as a key product and planning resource, fostering product adoption and enhancing user training while continuously improving our technology.

Your role combines customer support, training delivery, and functional testing to ensure optimal user engagement across the U.S. Key Responsibilities:

- Deliver expert user support and training on Conquest’s platform
- Analyze trends in user feedback to suggest enhancements




- Facilitate webinars and learning sessions for diverse audiences
- Validate new features against business requirements
- Maintain high-quality support documentation and resources Requirements:
- CFP or equivalent financial planning credential
- Relevant professional experience or Bachelor’s degree
- Excellent analytical, communication, and problem-solving skills
- Proven ability to adapt in a agile work environment
- Familiarity with fintech tools is preferred Shape your future in financial technology with Conquest, enhancing advisor satisfaction and client service.

📌 Advisor Solutions Consultant - Fintech Innovator (Canada)
🏢 Conquest Planning
📍 Canada